SECURING YOUR FUTURE
R Judd Wealth Management, LLC is an Austin, Texas based boutique wealth management firm specializing in providing goal-oriented solutions to individuals, institutions, foundations and endowments throughout the United States of America. We provide discretionary investment management, financial planning, and asset protection services tailored to our client’s specific needs. Our goal is to provide financial peace of mind.
RJWM draws on the resources of our parent company and affiliate, Titleist Asset Management, Ltd., a Registered Investment Advisor (RIA) and independent full-service brokerage firm headquartered in San Antonio, Texas with offices in Austin and Houston. Working with an independent broker/dealer allows R Judd Wealth Management to provide our clients greater access to products and services without the biases that come from working with the major wirehouses or proprietary products.
We will strive to understand your needs from your perspective. We realize, it’s not just about money; it’s about securing your future. We welcome the opportunity to secure the future you’ve earned.
Accounts are held directly with Raymond James Financial, Inc., Charles Schwab & Co., Inc., and/or TD Ameritrade, Inc. All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., a Registered Broker/Dealer & Registered Investment Advisor (RIA) and Member FINRA / SIPC. The products offered by Titleist Asset Management, Ltd. are NOT insured by the FDIC and involve investment risks, including possible loss of principal amount invested.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE